Metrics That Matter: KPIs Every Fundraiser Should Use to Evaluate Their Digital Program
SPI Research: The 5 KPIs That Matter for Professional Services Companies
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Transcript of SPI Research: The 5 KPIs That Matter for Professional Services Companies
Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
SPI Research: The 5 KPIs That Matter for Professional Services Companies
• Discover 5 financial metrics critical to the success of professional services organizations
• Understand how companies are leveraging technology to monitor key KPIs in real-time
• Discover how to define near and long term strategies to impact each of five key financial metrics at your company
Learning Objectives
After attending this event you will be able to:
Welcome to Proformative
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Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
SPI Research: The 5 KPIs That Matter for Professional Services CompaniesSharon Carnicelli, Senior Manager of Cloud Solutions
Introductions
DAVID HOFFERBERTHManaging Director
Service Performance Insight
SHARON CARNICELLISenior Manager of Cloud Solutions
Intacct
Today’s Agenda
• Introduction to Intacct
• The 5 KPIs – 2014 Professional
Services Maturity™ Benchmark
– Market dynamics and trends
– Where to start– Five KPIs to help drive
greater financial success– Integrate your
information infrastructure
• Summary and additional resources
95% Customer Satisfaction
Services Companies Rely On Intacct
Real Value
7,000+Growth Companies
35,000+Business Entities
Growing withIntacct
Partnering for Success
EXPE
NSE
M
GM
TMAN
UFAC
TURI
NG
BUDGETING /
PLANNING
SUPPLY CHAIN
PROFESSIONALSVCS
PAYROLLBILLING
PAYMEN
TSBUSI
NESS
INTE
LLIG
ENCE
NONPROFI
TDOCUMENT
MANAGEMENT
FIXED
ASSETS
VAT / TAX
1099
MIDDLEWARE
CR
M
120+ partners 75% of our customers integrate with 2+ partners
Capture Comprehensive DataAutomate Project Delivery and Project Accounting
ResourceScheduling
Billing$
RevenueRecognition
Time, Expense, Materials
Fixed Price$
Project,Task,Budget
Thank You
Thank you for your interest in this presentation. View the on-demand webinar or download the full
presentation at:www.Proformative.com
SPI Research: The 5 KPIs That Matter for Professional Services Companies